MICHAEL J SIEVERT CFP®

Mike Sievert is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of financial planning experience.  He is the President and Founder of Exclusive Advisors.  Mike has lived in Jacksonville, FL for over 53 years.  He has been married to his wife Kim for 28 years and they have two boys, Alan (22) a graduate of FSU, and Eric (24) a graduate of FSU.  Mike is a graduate of The Bolles School (’85) and received his Bachelor of Science from the College of Business at Jacksonville University (’90).  He successfully completed the CFP® Professional Education Program through the College for Planning (’97).  He received his CFP® certification in 1998 after successfully passing a two day, 10 hour comprehensive board examination administered by the CFP® Board of Standards.  His clientele is comprised of high to ultra-high-net worth individuals, professionals and owners of closely held companies.  He has been published in numerous financial articles in both the Journal of the Duval County Medical Society: Jacksonville Medicine and the Journal of the Florida Medical Association.  He has also been quoted numerous times in the Jacksonville Business Journal and the business section of the Florida Times Union.  Mike specializes in providing unique risk and wealth management solutions with an emphasis on diversifying traditional investment allocations with alternative investments such as private equity, private debt, private preferred, private real estate and private tax benefit investment programs.